Copilot Money

Clearing Local Cache in Copilot

Managing joint bank accounts and handling duplicate transactions.

Handling Joint Bank Accounts

Tips for keeping your bank accounts up to date

Improving Connections Performance

How to handle use cases related to account connections

Troubleshooting Account Duplicates

Learn how manual account balances and transactions work together in Copilot

Understanding Manual Accounts

Troubleshooting

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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